PRINCIPAL EXCHANGE-TRADED FD's ticker is BTEC and the CUSIP is 74255Y409.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,506 | -16.1% | 50 | 0.0% | 0.00% | – |
| Q2 2023 | $1,796 | +35820.0% | 50 | -69.3% | 0.00% | – |
| Q1 2023 | $5 | 0.0% | 163 | 0.0% | 0.00% | – |
| Q4 2022 | $5 | -99.9% | 163 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | +20.0% | 163 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -28.6% | 163 | -0.6% | 0.00% | – |
| Q1 2022 | $7,000 | -12.5% | 164 | 0.0% | 0.00% | – |
| Q4 2021 | $8,000 | – | 164 | +8100.0% | 0.00% | – |
| Q4 2019 | $0 | – | 2 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 40,287 | $2,317,000 | 0.65% |
| FORTEM FINANCIAL GROUP, LLC | 9,916 | $574,000 | 0.33% |
| VALLEY NATIONAL ADVISERS INC | 26,524 | $1,535,000 | 0.30% |
| Elevated Capital Advisors, LLC | 11,145 | $635,000 | 0.25% |
| PSI Advisors, LLC | 5,296 | $306,000 | 0.18% |
| Fulcrum Equity Management | 5,733 | $332,000 | 0.13% |
| Merit Financial Group, LLC | 20,240 | $1,171,000 | 0.12% |
| Cornerstone Wealth Management, LLC | 16,976 | $982,000 | 0.12% |
| CERTUITY, LLC | 5,419 | $314,000 | 0.08% |
| LEO BROKERAGE, LLC | 3,798 | $220,000 | 0.06% |